Position Information

NY HELPYes

AgencyTaxation & Finance, State

TitleTaxpayer Services Representative 1(NY HELPS)

Occupational CategoryOther Professional Careers

Salary Grade11

Bargaining UnitASU - Administrative Services Unit (CSEA)

Salary RangeFrom $49841 to $61076 Annually

Employment Type Full-Time

Appointment Type Permanent

Jurisdictional Class Competitive Class

Travel Percentage 0%

Schedule

Workweek Mon-Fri

Hours Per Week 37.5

Workday

From 7:30 AM

To 3:30 PM

Flextime allowed? No

Mandatory overtime? No

Compressed workweek allowed? No

Telecommuting allowed? Yes

Location

County Albany

Street Address 299 Old Niskayuna Road (Wade Road)

City Latham

StateNY

Zip Code12110

Job Specifics

Duties Description The Processing and Shared Services Bureau consists of the following units:
• Document Imaging
• Liability Correspondence
• Return Data Management (RDM)
• Returns Processing Center (RPC)
• Returns Processing Center Support (RPCS)

Under the supervision of a Taxpayer Services Representative 2 or Taxpayer Services Specialist 2, the incumbent will perform the day-to-day activities of a unit whose function is to perform high speed document processing, remittance depositing, data entry, electronic form insertion, and exception work for multiple taxes. Activities include but are not limited to the following:
• Effectively and logically communicate both verbally and in writing with both internal and external customers, such as taxpayers, tax professionals and software developers. Listen attentively, extract and assimilate pertinent facts to provide clear, concise, accurate answers.
• Follow established procedures, policies, and guidelines.
• Work independently and exercise good judgment in monitoring multiple work assignments.
• Complete assignments independently with minimal supervisory oversight.
• Demonstrate acceptable knowledge and skill in the use of prescribed software, department systems, and other tools to effectively complete assignments. Recommend system and procedural changes.
• Access pertinent information from various processing and imaging systems to identify and accurately resolve taxpayer or tax professional issues.
• Adjust taxpayer accounts and process tax returns, payments, and documents.
• Use a personal computer requiring the manipulation of a standard alphanumeric keyboard to produce documents including letters, forms, email or to access taxpayer data related to refund claims, account information, registrations, permits and return processing errors.
• Demonstrate initiative, self-motivation, a strong work ethic, a commitment to the success of assignments, and the ability to work well in a team environment.
• Read, understand, and apply laws, procedures, rules, regulations and guidelines where clear precedents and detailed direction may or may not exist.
• Research and analyze information received, draw conclusions using sound judgment and make quality decisions and recommendations.
• Assist with the creation of oral and written reports and presentations.
• Adhere to the Department’s time and attendance rules and regulations. Perform with the highest level of integrity, acting within the Department’s code of conduct, state ethics laws and department policies.

Minimum Qualifications Note: This position may be filled as a one-year traineeship. Advanced placement in the traineeship is at the discretion of the hiring agency. To ensure proper credit for your experience, your resume should clearly list all of the duties you performed for each position. You must include start and end dates for each position with the month and year.
This title is part of the New York Hiring for Emergency Limited Placement Statewide Program (NY HELPS).

For the duration of the NY HELPS Program, this title may be filled via a non-competitive appointment, which means no examination is required but all candidates must meet the minimum qualifications of the title for which they apply.
Within one year of permanent appointment, it is expected employees hired under NY HELPS will have their non-competitive employment status converted to competitive status, without having to compete in an examination. Employees will then be afforded with all of the same rights and privileges of competitive class employees of New York State. While serving permanently in a NY HELPS title, employees may take part in any promotion examination for which they are qualified.

NON-COMPETITIVE (NY HELPS) MINIMUM QUALIFICATIONS:

Taxpayer Services Representative Trainee (Equated to SG- 9: starting salary $44,560)

-One year of full-time experience in a position where primary responsibility is providing information concerning and/or explaining programs, policies, and/or procedures; resolving problems; or reconciling accounts

OR

-Thirty semester credit hours of college-level study

Taxpayer Services Representative 1 (SG-11: starting salary $49,841)

-Two years of full-time experience in a position where primary responsibility is providing information concerning and/or explaining programs, policies, and/or procedures; resolving problems; or reconciling accounts

OR

-Sixty semester credit hours of college-level study

If you qualify with education, you must include proof of education with your application.

-US Accredited Schools: Unofficial transcripts or diploma showing your name, the school’s name, credits earned, degree earned (if applicable) and the date the degree was earned (if applicable).
-Foreign degrees: An evaluation from one of the approved evaluators listed here: https://www.cs.ny.gov/jobseeker/degrees.cfm .
______________________________

55-b MINIMUM QUALIFICATIONS
-To be eligible for a non-competitive appointment through the 55-b program, you must meet the non-competitive minimum qualifications above and have a Letter of Eligibility from Civil Service dated within the last three (3) years. You must include your letter with your application. If you meet the minimum qualifications with education, you must also include proof of education with your application.
OR
-Subsequent 55-b: You must be a current NYS 55-b employee who meets the requirements for transfer and have a Letter of Eligibility from Civil Service dated within the last three (3) years. You must include your letter with your application.
COMPETITIVE MINIMUM QUALIFICATIONS
To be eligible for a competitive class appointment, you must either be:
-Reachable on the appropriate Civil Service eligible list for this title and location. If you are canvassed, you must reply to the canvass. Applying to the posting alone does not guarantee consideration for this position.
OR
-A current NYS employee who is eligible for transfer in accordance with Civil Service Law, Rules and Regulations.

Additional Comments New York State is an equal opportunity employer. It’s the policy of the state of New York to provide for and promote equal opportunity in employment, compensation, and other terms and conditions of employment without discrimination on the basis of age, race, color, religion, disability, national origin, gender, sexual orientation, marital status, or an arrest or criminal conviction record unless based on a bona fide occupational qualification or other exception.

Any candidate selected for this position will be subject to a review of their tax return submissions by the New York State Department of Taxation and Finance. Employment of a candidate is conditioned upon a finding by the New York State Department of Taxation and Finance that the candidate is in compliance with all local, state, and federal tax laws. In accordance with federal government requirements, the employment of any candidate selected for this position is conditioned upon successfully completing a background investigation including a criminal history record check (fingerprint check).

Note: Due to the nature of this position, newly hired employees will not be eligible to telecommute. After the specified training period, employees may be allowed to submit a telecommuting application in accordance with the Department’s policy and subject to management approval.

Some positions may require additional credentials or a background check to verify your identity.

How to Apply

Name Recruitment Team 1

Telephone 518-457-2900

Fax

Email Address External.Application@tax.ny.gov

Address

Street W. A. Harriman State Office Campus Building 9, Room 256

City Albany

State NY

Zip Code 12227

 

Notes on ApplyingQualified candidates should copy the below web address into your browser to complete the online application for the Department of Tax and Finance. Within the application, you will attach your resume, cover letter, transcripts and/or 55-b letter.

https://www7b.tax.ny.gov/HELP/gateway/HELP.home

Former and current NYS employees may be contacted for their social security number to verify NYS employment and transfer eligibility.